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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Blue Barn Wealth
Orem,
Utah
| US$ 228 mi | +US$ 15,3 mi | +7% | 5,81% | 46,4% | 184 | 21,74% | 2,1 |
|
| 5627 |
5627
WJ Wealth Management
Glendale,
Arizona
| US$ 227 mi | -US$ 89,3 mi | -28% | 7,65% | 95,6% | 106 | 41,51% | 2,4 |
|
| 5628 |
5628
Summa Corp
Tomball,
Texas
| US$ 227 mi | +US$ 35 mi | +18% | 14,8% | 348% | 82 | 14,63% | 1,1 |
|
| 5629 |
5629
Cascades Capital Asset Management
Greensboro,
North Carolina
| US$ 227 mi | +US$ 32,7 mi | +17% | 7,96% | – | 165 | 19,39% | 0,7 |
|
| 5630 |
VCM
5630
Viewpoint Capital Management
Seattle,
Washington
| US$ 227 mi | +US$ 23,3 mi | +11% | 11,7% | 127% | 152 | 11,84% | 2,9 |
|
| 5631 |
5631
Spinecap SAS
Paris,
France
| US$ 227 mi | +US$ 35 mi | +18% | 18,3% | – | 15 | 33,33% | 0,7 |
|
| 5632 |
5632
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 227 mi | +US$ 22,6 mi | +11% | 14% | 110% | 679 | 20,18% | 3 |
|
| 5633 |
5633
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$ 227 mi | +US$ 18,6 mi | +9% | 9,26% | – | 66 | 21,21% | 0,8 |
|
| 5634 |
SHFP
5634
Second Half Financial Partners
Sebring,
Florida
| US$ 227 mi | +US$ 14,8 mi | +7% | 4,6% | 36,8% | 100 | 14% | 1,1 |
|
| 5635 |
5635
Creekside Partners
Petaluma,
California
| US$ 227 mi | +US$ 16,4 mi | +8% | 7,84% | – | 175 | 4% | 1,2 |
|
| 5636 |
5636
Monolith Management
Hong Kong
| US$ 227 mi | -US$ 55,9 mi | -20% | 19,8% | – | 35 | 80% | 0,3 |
|
| 5637 |
5637
Heritage Wealth Management (Texas)
Houston,
Texas
| US$ 227 mi | +US$ 25,5 mi | +13% | 6,09% | 55,9% | 40 | 15% | 1,7 |
|
| 5638 |
5638
Forager Capital Management
Birmingham,
Alabama
| US$ 227 mi | +US$ 22,2 mi | +11% | 16,3% | 52,6% | 12 | 16,67% | 2,6 |
|
| 5639 |
5639
S.A. Mason
Holland,
Michigan
| US$ 227 mi | +US$ 19,9 mi | +10% | 10,4% | 116% | 370 | 32,97% | 4,5 |
|
| 5640 |
5640
Tull Financial Group
Chesapeake,
Virginia
| US$ 226 mi | +US$ 6,64 mi | +3% | 5,93% | – | 35 | 11,43% | 0,8 |
|
| 5641 |
5641
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 226 mi | +US$ 19,7 mi | +10% | 5,67% | 45,2% | 48 | 0% | 2,5 |
|
| 5642 |
5642
Haven Private
Orlando,
Florida
| US$ 226 mi | +US$ 883 mil | +0,4% | 9,06% | – | 196 | 27,04% | 0,6 |
|
| 5643 |
SV
5643
Stilwell Value
New York
| US$ 226 mi | +US$ 20,8 mi | +10% | 5,26% | 87,9% | 33 | 15,15% | 4,8 |
|
| 5644 |
5644
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 226 mi | +US$ 15,2 mi | +7% | 5,66% | 48,8% | 28 | 14,29% | 1,5 |
|
| 5645 |
5645
Postrock Partners
Overland Park,
Oregon
| US$ 226 mi | +US$ 17 mi | +8% | 10,2% | – | 87 | 10,34% | 0,7 |
|
| 5646 |
5646
Shore Point Advisors
Brielle,
New Jersey
| US$ 226 mi | +US$ 17,9 mi | +9% | 5,24% | 54,6% | 73 | 5,48% | 2,3 |
|
| 5647 |
5647
Atlas Merchant Capital
New York
| US$ 226 mi | -US$ 106 mi | -32% | 26,7% | 67,6% | 11 | 36,36% | 1 |
|
| 5648 |
5648
Compass Financial Services
West Des Moines,
Iowa
| US$ 226 mi | +US$ 19,6 mi | +9% | 5,33% | – | 359 | 25,91% | 0,5 |
|
| 5649 |
5649
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$ 226 mi | +US$ 15,1 mi | +7% | 6,47% | 57,8% | 19 | 10,53% | 1,7 |
|
| 5650 |
5650
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 226 mi | +US$ 9,8 mi | +5% | 10,1% | 89,7% | 95 | 17,89% | 2,7 |
|